YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
57
752
$3K ﹤0.01%
48
753
$3K ﹤0.01%
63
754
$3K ﹤0.01%
35
+4
755
$3K ﹤0.01%
81
756
$3K ﹤0.01%
300
757
$3K ﹤0.01%
60
758
$3K ﹤0.01%
25
+11
759
$3K ﹤0.01%
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760
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50
761
$3K ﹤0.01%
30
762
$3K ﹤0.01%
57
763
$2K ﹤0.01%
51
764
$2K ﹤0.01%
37
765
$2K ﹤0.01%
32
-16
766
$2K ﹤0.01%
262
767
$2K ﹤0.01%
+16
768
$2K ﹤0.01%
30
769
$2K ﹤0.01%
+100
770
$2K ﹤0.01%
102
771
$2K ﹤0.01%
+125
772
$2K ﹤0.01%
+148
773
$2K ﹤0.01%
110
774
$2K ﹤0.01%
+102
775
$2K ﹤0.01%
+9
29 30
31
32 33